LPL Financial
AVP, Strategy
LPL Financial, Boston, Massachusetts, us, 02298
Do you enjoy exploring ways companies can differentiate? What about uncovering new revenue streams? Or identifying large threats and opportunities? Are you interested in supporting initiatives that will have material impact to a Fortune 500 company? Are you passionate about the financial advice industry and what is ahead?Excited to learn more? If so, the Associate Vice President role in our Corporate Strategy team could be for you!LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.Job Overview:The AVP role will be a key player in exploring how LPL can differentiate and work with a team of strategists to uncover innovative ways to increase LPL’s enterprise value. We are looking for candidates who are adept at building visions and connecting these visions to execution. The AVP role will be part of our fast-paced Corporate Strategy team where LPL dreams big – setting an ambitious vision – then interacting with stakeholders across the organization to turn this vision into reality. Our AVPs combine strategic thinking, human-centered design, market research & sizing, and data analysis to explore, ideate, and incubate the opportunities that will set LPL apart from the competition.Responsibilities:Identify major threats and opportunities for LPL
Lead and support initiatives that will have a material impact to LPL
Collaborate with senior leaders across LPL
Be responsible for the backlog of strategic initiatives
Take a data-driven approach to uncovering value pools
Establish processes for the rest of the team to adopt
Interact with customers to receive feedback and uncover insights
Be a key team member in the team responsible for defining LPL’s long-term strategy
Be an ambassador for LPL, building relationships with external business partners in order to accelerate opportunities
What are we looking for?We want
strong collaborators
who can deliver a world-class client experience. We are looking for people who thrive in a
fast-paced environment ,
are client-focused ,
team oriented , and are able to execute in a way that encourages
creativity
and
continuous improvement .Requirements:Bachelor’s degree in Business, Strategy, Engineering, or the Liberal Arts
3+ years of experience in either corporate strategy or strategy consulting in areas that include: corporate strategy, innovation and new ventures, product strategy & development
Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner
Robust knowledge of the financial service industry
Robust experience developing strategic narratives & positionings
Additional requirements:Master of Business Administration (MBA) degree preferred
Superior presentation skills & ability to build a story narrative
Able to take complex topics and make them easy to understand
Experience of merging human-centered design with corporate strategy
Pay Range:Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!Why LPL?At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.We are
one team on one mission.
We take care of our advisors, so they can take care of their clients.Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.Information on Interviews:LPL will only communicate with a job applicant directly from an
@lplfinancial.com
email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
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Lead and support initiatives that will have a material impact to LPL
Collaborate with senior leaders across LPL
Be responsible for the backlog of strategic initiatives
Take a data-driven approach to uncovering value pools
Establish processes for the rest of the team to adopt
Interact with customers to receive feedback and uncover insights
Be a key team member in the team responsible for defining LPL’s long-term strategy
Be an ambassador for LPL, building relationships with external business partners in order to accelerate opportunities
What are we looking for?We want
strong collaborators
who can deliver a world-class client experience. We are looking for people who thrive in a
fast-paced environment ,
are client-focused ,
team oriented , and are able to execute in a way that encourages
creativity
and
continuous improvement .Requirements:Bachelor’s degree in Business, Strategy, Engineering, or the Liberal Arts
3+ years of experience in either corporate strategy or strategy consulting in areas that include: corporate strategy, innovation and new ventures, product strategy & development
Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner
Robust knowledge of the financial service industry
Robust experience developing strategic narratives & positionings
Additional requirements:Master of Business Administration (MBA) degree preferred
Superior presentation skills & ability to build a story narrative
Able to take complex topics and make them easy to understand
Experience of merging human-centered design with corporate strategy
Pay Range:Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!Why LPL?At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.We are
one team on one mission.
We take care of our advisors, so they can take care of their clients.Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.Information on Interviews:LPL will only communicate with a job applicant directly from an
@lplfinancial.com
email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
#J-18808-Ljbffr